FRANKEL FAMILY CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FRANKEL FAMILY CHARITABLE TRUST (EIN 36-7347911)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349102563
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:11:29-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18402 WEST CREEK DRIVE | AddressLine1Txt |
| City | TINLEY PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367347911 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O STEVEN FRANKEL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 5138917877 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9499 BENCHMARK LANE | AddressLine1Txt |
| City | BLUE ASH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN FRANKEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5138917877 | PhoneNum |
| Signature | 2023-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | FRANKEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN M PIROS | PreparerPersonNm |
| PTIN | P01063253 | PTIN |
| Phone | 7086141166 | PhoneNum |
| Preparation | 2023-11-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,605,944 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $132,966 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,966 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $129,070 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,966 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $582 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,082 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $418,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $418,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $439,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,082 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $423,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$310,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,884 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $448,945 | CashBOYAmt |
| Cash EOY | $100,234 | CashEOYAmt |
| Cash EOYFMV | $100,234 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,141,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,179,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,503,710 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,592,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,281,934 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,605,944 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,592,180 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,281,934 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,592,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,281,934 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,592,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,281,934 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,592,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$310,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,281,934 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,281,934 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 55.668 SHS APPLE INC | P | 2022-10-03 | $7,696 | $8,937 | -$1,241 | -$1,241 |
| 11.052 SHS VANGUARD SHORT TERM BD | P | 2022-06-28 | $844 | $886 | -$42 | -$42 |
| 44.332 SHS APPLE INC | P | 2022-10-03 | $6,128 | $6,184 | -$56 | -$56 |
| 777.173 SHS VANGUARD SHORT TERM BD | P | 2022-06-28 | $59,336 | $62,363 | -$3,027 | -$3,027 |
| CAPITAL GAINS DIVIDENDS | P | $470 | $470 | $470 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,896 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,778 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,778 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,778 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,730 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,730 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,952 | OverpaymentAmt |
| Applied To ES Tax | $1,952 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | STEVEN FRANKEL | IndividualWithBooksNm |
| Phone | 5138917877 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9499 BENCHMARK LANE | AddressLine1Txt |
| City | BLUE ASH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICAH P FRANKEL | ||||||||
| 411 GOLD LAKE COURT | DANVILLE | CA | 94506 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD M FRANKEL | ||||||||
| 26 PICARDY LANE | ST LOUIS | MO | 63124 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN H FRANKEL | ||||||||
| 9499 BENCHMARK LANE | BLUE ASH | OH | 45242 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,293,706 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,481,096 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,481,096 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,216 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,353,880 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $417,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $417,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,778 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,778 | TotalTaxAmt |
| Distributable Before Adj | $415,916 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $415,916 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $415,916 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $423,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $423,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $415,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,213 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $423,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,213 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $354,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $60,929 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN COUNCIL OF TRUSTEES AND ALUMNI (ACTA) | ||||||||
| 1730 M STREET NW | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $10,000 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1150 17TH ST NW | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $5,000 | |
| AMERICAN MOMENT INC | ||||||||
| PO BOX 15448 | WASHINGTON | DC | 20003 | N/A | CHARITABLE | GENERAL | $2,000 | |
| ASHBROOK CENTER | ||||||||
| 401 COLLEGE AVENUE | ASHLAND | OH | 44805 | N/A | CHARITABLE | GENERAL | $10,000 | |
| B'NAI BRITH INTERNATIONAL | ||||||||
| 1120 20TH STREET NW | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $1,000 | |
| CAMERA | ||||||||
| PO B OX 35040 | BOSTON | MA | 02135 | N/A | CHARITABLE | GENERAL | $10,000 | |
| CASA - ST LOUIS | ||||||||
| 920 N VANDEVENTER AVE | ST LOUIS | MO | 63108 | N/A | CHARITABLE | GENERAL | $1,200 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | N/A | CHARITABLE | GENERAL | $10,000 | |
| CENTRAL EAST NCSY | ||||||||
| 16947 W 10 MILE RD | SOUTHFIELD | MI | 48075 | N/A | CHARITABLE | GENERAL | $500 | |
| CHABAD OF BLUE ASH | ||||||||
| 3977 HUNT ROAD | CINCINNATI | OH | 45236 | N/A | RELIGIOUS | GENERAL | $10,000 | |
| CHABAD OF DANVILLE | ||||||||
| 2 ASHLAND WAY | DANVILLE | CA | 94506 | N/A | RELIGIOUS | GENERAL | $10,000 | |
| CINCINNATI COMMUNITY KOLLEL | ||||||||
| 2241 LOSANTIVILLE AVE | CINCINNATI | OH | 45237 | N/A | CHARITABLE | GENERAL | $3,000 | |
| CINCINNATI HEBREW DAY SCHOOL | ||||||||
| 2222 LOSANTIVILLE AVE | CINCINNATI | OH | 45237 | N/A | CHARITABLE | GENERAL | $4,500 | |
| CLAREMONT INSTITUTE | ||||||||
| 1317 W FOOTHILL | UPLAND | CA | 91786 | N/A | CHARITABLE | GENERAL | $10,000 | |
| COMMENTARY INC | ||||||||
| 561 7TH AVENUE | NEW YORK | NY | 10018 | N/A | CHARITABLE | GENERAL | $4,000 | |
| CONGREGATION KOL EMETH | ||||||||
| 4435 OAKTON ST | SKOKIE | IL | 60076 | N/A | RELIGIOUS | GENERAL | $3,000 | |
| COPENHAGEN CONSENSUS CENTER | ||||||||
| 1215 MAIN ST PMB SE132 | TEWKSBURY | MA | 01876 | N/A | CHARITABLE | GENERAL | $5,000 | |
| CROWN CENTER | ||||||||
| 8350 DELCREST DRIVE | ST LOUIS | MO | 63124 | N/A | CHARITABLE | GENERAL | $500 | |
| DAVID HOROWITZ FREEDOM CENTER | ||||||||
| PO BOX 55089 | SHERMAN OAKS | CA | 914991964 | N/A | CHARITABLE | GENERAL | $2,000 | |
| ETHICS AND PUBLIC POLICY CENTER | ||||||||
| 1730 M STREET SUITE 910 | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $10,000 | |
| FEDERALIST SOCIETY | ||||||||
| 1776 I STREET NW STE 300 | WASHINGTON | DC | 20006 | N/A | CHARITABLE | GENERAL | $10,000 | |
| FOUNDATION FOR CULTURAL REVIEW | ||||||||
| 900 BROADWAY | NEW YORK | NY | 10003 | N/A | CHARITABLE | GENERAL | $5,000 | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES | ||||||||
| 1800 M STREET | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $5,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION (FEE) | ||||||||
| 1819 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | EDUCATIONAL | GENERAL | $10,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION (FIRE) | ||||||||
| 170 S INDEPENDENCE MALL | PHILADELPHIA | PA | 19106 | N/A | CHARITABLE | GENERAL | $10,000 | |
| GATESTONE INSTITUTE | ||||||||
| 14 EAST 60TH STREET SUITE 1001 | NEW YORK | NY | 10022 | N/A | CHARITABLE | GENERAL | $10,000 | |
| HARVEY KORNBLUTH JEWISH FOOD PANTRY | ||||||||
| 10601 BAUR BOULEVARD | ST LOUIS | MO | 63132 | N/A | CHARITABLE | GENERAL | $500 | |
| HEARTLAND INSTITUTE | ||||||||
| 3939 N WILKE RD | ARLINGTON HEIGHTS | IL | 60004 | N/A | CHARITABLE | GENERAL | $2,000 | |
| HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | CHARITABLE | GENERAL | $10,000 | |
| HILLEL OSU | ||||||||
| PO BOX 8427 | COLUMBUS | OH | 43201 | N/A | CHARITABLE | GENERAL | $1,000 | |
| HILLEL WASH U | ||||||||
| 6300 FORSYTH BOULEVARD | ST LOUIS | MO | 63105 | N/A | CHARITABLE | GENERAL | $2,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 EAST COLLEGE STREET | HILLSDALE | MI | 49242 | N/A | CHARITABLE | GENERAL | $7,000 | |
| HOOVER INSTITUTE | ||||||||
| 434 GALEZ MALL STANFORD UNIV | STANFORD | CA | 94305 | N/A | CHARITABLE | GENERAL | $10,000 | |
| HUDSON INSTITUTE | ||||||||
| 1201 PENNSYLVANIA AVE NW FOURTH | WASHINGTON | DC | 20004 | N/A | CHARITABLE | GENERAL | $10,000 | FLOOR |
| INDEPENDENCE INSTITUTE | ||||||||
| 727 EAST 16TH AVENUE | DENVER | CO | 80203 | N/A | CHARITABLE | GENERAL | $2,000 | |
| INSTITUTE FOR FAMILY STUDIES | ||||||||
| P O BOX 1502 | CHARLOTTESVILLE | VA | 22902 | N/A | CHARITABLE | GENERAL | $10,000 | |
| INSTITUTE FOR HUMANE STUDIES | ||||||||
| 3301 N FAIRFAX DRIVE | ARLINGTON | VA | 22201 | N/A | CHARITABLE | GENERAL | $10,000 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 GLEBE ROAD | ARLINGTON | VA | 22203 | N/A | CHARITABLE | GENERAL | $4,000 | |
| INTERCOLLEGIATE STUDIES INSTITUTE | ||||||||
| 3901 CENTERVILLE ROAD | WILMINGTON | DE | 19807 | N/A | CHARITABLE | GENERAL | $10,000 | |
| JEWISH EDUCATION FOR EVERY PERSON | ||||||||
| 1995 SECTION ROAD | CINCINNATI | OH | 45237 | N/A | EDUCATIONAL | GENERAL | $10,000 | |
| JEWISH FAMILY SERVICE | ||||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | N/A | CHARITABLE | GENERAL | $8,000 | |
| JEWISH FEDERATION OF ST LOUIS | ||||||||
| 12 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | N/A | CHARITABLE | GENERAL | $3,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH | NEW YORK | NY | 10021 | N/A | CHARITABLE | GENERAL | $10,000 | |
| JUDICIAL WATCH | ||||||||
| 425 THIRD STREET | WASHINGTON | DC | 20024 | N/A | CHARITABLE | GENERAL | $2,000 | |
| KOL RINAH | ||||||||
| 7701 MARYLAND AVE | ST LOUIS | MO | 63105 | N/A | RELIGIOUS | GENERAL | $10,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | N/A | CHARITABLE | GENERAL | $5,000 | |
| MARTIN CENTER | ||||||||
| 353 E SIX FORKS ROAD SUITE 200 | RALEIGH | NC | 27609 | N/A | CHARITABLE | GENERAL | $10,000 | |
| MASORTI FOUNDATION | ||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | N/A | CHARITABLE | GENERAL | $500 | |
| MERCATUS CENTER | ||||||||
| 3434 WASHINGTON BLVD 4TH FLOOR | ARLINGTON | VA | 22201 | N/A | CHARITABLE | GENERAL | $10,000 | |
| MIDDLE EAST FORUM | ||||||||
| 1650 MARKET STREET | PHILADELPHIA | PA | 19103 | N/A | CHARITABLE | GENERAL | $5,000 | |
| MIDDLE EAST MEDIA RESEARCH INSTITUTE | ||||||||
| 1819 L STREET | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $10,000 | |
| MIDWEST CAMPERS INC | ||||||||
| 2463 S GREEN ROAD | BEACHWOOD | OH | 44122 | N/A | CHARITABLE | GENERAL | $2,000 | |
| MISES INSTITUTE | ||||||||
| 518 W MAGNOLIA AVENUE | AUBURN | AL | 36832 | N/A | CHARITABLE | GENERAL | $10,000 | |
| MOSES MILLER FREE LOAN SOCIETY | ||||||||
| 4515 PERTH LANE | CINCINNATI | OH | 45229 | N/A | CHARITABLE | GENERAL | $1,500 | |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||||
| 8 WEST 38TH STREET SUITE 503 | NEW YORK | NY | 10018 | N/A | CHARITABLE | GENERAL | $10,000 | |
| NATIONAL COUNCIL OF SYNAGOGUE YOUTH | ||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | N/A | CHARITABLE | GENERAL | $5,000 | |
| NEW CIVIL LIBERTIES ALLIANCE | ||||||||
| 1225 19TH STREET NW | WASHINGTON | DC | 20036 | N/A | CHARITABLE | GENERAL | $10,000 | |
| NEW ISRAEL FUND | ||||||||
| 2100 M STREET NW | WASHINGTON | DC | 20037 | N/A | CHARITABLE | GENERAL | $1,000 | |
| NISHMAH (JEWISH COMMUNITY CENTER) | ||||||||
| 2 MILLSTONE CAMPUS DR | ST LOUIS | MO | 63146 | N/A | CHARITABLE | GENERAL | $1,500 | |
| NUSACH HARI BNAI ZION CONGREGATION | ||||||||
| 650 N PRICE ROAD | ST LOUIS | MO | 63132 | N/A | CHARITABLE | GENERAL | $8,000 | |
| ORT AMERICA | ||||||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | CHARITABLE | GENERAL | $5,000 | |
| ORTHODOX UNION | ||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | N/A | CHARITABLE | GENERAL | $5,000 | |
| OVARIAN CANCER RESEARCH ALLIANCE | ||||||||
| PO BOX 32141 | NEW YORK | NY | 10087 | N/A | CHARITABLE | GENERAL | $1,000 | |
| PRAGER UNIVERSITY | ||||||||
| 15021 VENTURA BLVD | SHERMAN OAKS | CA | 91403 | N/A | EDUCATIONAL | GENERAL | $10,000 | |
| PROVIDENT FOUNDATION | ||||||||
| 2650 OLIVE STREET | ST LOUIS | MO | 63103 | N/A | CHARITABLE | GENERAL | $1,500 | |
| SCHOTTENSTEIN CHABAD HOUSE AT OSU | ||||||||
| 207 E 15TH AVE | COLUMBUS | OH | 43201 | N/A | CHARITABLE | GENERAL | $7,500 | |
| ST LOUIS KOLLEL | ||||||||
| 8200 DELMAR BLVD | ST LOUIS | MO | 63124 | N/A | CHARITABLE | GENERAL | $4,500 | |
| STATE POLICY NETWORK | ||||||||
| 1655 N FORT MEYER DRIVE | ARLINGTON | VA | 22209 | N/A | CHARITABLE | GENERAL | $4,000 | |
| THE UNION FOR REFORM JUDAISM | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | N/A | CHARITABLE | GENERAL | $1,000 | |
| WASHINGTON UNIVERITY CHABAD | ||||||||
| 7018 FORSYTH BLVD | ST LOUIS | MO | 63105 | N/A | CHARITABLE | GENERAL | $6,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $418,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,966 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,896 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,070 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,070 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK - VANGUARD ACCT #2342 | StockNm |
| EOY Book Value | $4,179,700 | EOYBookValueAmt |
| EOYFMV | $7,503,710 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND RECEIVABLE | Desc |
| BOY Book Value | $2,000 | BOYBookValueAmt |
| EOY Book Value | $2,000 | EOYBookValueAmt |
| EOYFMV | $2,000 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $582 | $582 | $0 |
| FEDERAL TAX PAID | $11,034 | $0 | $0 |